B.Com. (Financial Markets) Personal Financial Planning Syllabus - Mumbai University
This is the FY BFM syllabus under NEP 2020, in force from the academic year 2024-25. The University still sets the earlier Choice Based papers alongside it for ATKT candidates, so check which scheme your exam form names before you revise.
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Syllabus for Personal Financial Planning
Module I: Introduction to Personal Financial Planning
- Meaning and applications of Personal financial planning, Investment avenues for individuals, financial investment products- Cash inflows and outflows – Cash Management, Income and expenditure statement, Budgeting and forecasting, Monitoring budgets and provisions for savings, Personal Balance sheet and Net Worth.
Module II: Personal Financial Planning Process
- Establish and Define the Relationship with the Client, Collect Client’s Information, analyze client’s financial status, Risk Profile and Determine Financial Goals, Develop Financial Planning.
Reference Books
- Personal finance by Jack R Kapoor The McGraw Hill
- Financial advising by MACMILLan IIBF
- Personal financial planning The ICFAI university
Reproduced from the University of Mumbai syllabus for B.Com. (Financial Markets) under NEP 2020, in force from the academic year 2024-25. Wording is as printed in that syllabus. Module numbering is as printed there too.
The complete syllabus
This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.